Paul is a partner of HLB Mann Judd Wollongong and is also a Director and Representative of HLB Wealth Management (Wollongong) Pty Ltd and HLB Mann Judd Private Wealth (Wollongong) Pty Ltd.
He obtained his Bachelor of Commerce in 1999 at the University of Wollongong and became a member of the Institute of Chartered Accountants (now known as CAANZ) in 2001. Paul joined our firm in 2000 and has been a partner since 2004. Paul holds a Diploma in Financial Services, is a Certified Financial Planner, an ICA (CAANZ) Financial Planning Specialist and SMSF Specialist. Paul’s studies in wealth management have been with Deakin University, UNSW, UTS and Harvard (Alternative Investments).
With over 20 years' experience in business advisory, taxation, superannuation and investment fields, Paul heads the Wealth Management division and Private Wealth division with his extensive investment knowledge and expertise.
Paul also supports a wide range of small to medium sized enterprises and individuals with all their business advisory needs and has an industry focus on service based businesses.
Known for being a highly accessible and responsive practitioner who takes the time to properly understand a client's individual needs, Paul has developed a reputation for being able to advise clients in all areas of business and financial wealth.
Paul is also a Self-Managed Super Fund specialist with extensive knowledge in all areas of superannuation, taxation, estate planning, insurance and investments. All of his expertise have been recognised by the NSW SMSF Adviser and Accountants Awards by being awarded the 2017 SMSF Investment Strategist of the Year.
Paul was honoured to receive this award but says his biggest reward is getting the best possible results for his clients. He is dedicated to developing investment strategies for the individual situation to help build, manage and protect his clients’ wealth.
Areas of expertise
- Wealth management
- SMSF specialist
- Investment advice
- Business services
- Medical industry expertise
- Small - medium sized businesses
- Family businesses and advisory boards
Qualifications & memberships
- Bachelor of Commerce (Accountancy)
- Member, Chartered Accountants Australia and New Zealand (CAANZ)
- Certified Financial Planner (CFP®)
- Advanced Diploma of Financial Services (Financial Planning)
- SMSF Specialist Adviser - SMSF Associate of Australia (SPAA)
- ICAA - CA SMSF Specialist
- Registered Tax Agent
- Justice of the Peace